# The Annenberg Foundation Trust At Sunnylands 401(k) Plan
Source: https://planprovider.pro/companies/the-annenberg-foundation-trust-at-sunnylands-401k-plan

> The Annenberg Foundation Trust At Sunnylands's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Annenberg Foundation Trust At Sunnylands

- **Sponsor EIN:** 256774871

- **Sponsor Address:** 37977 BOB HOPE DRIVE, RANCHO MIRAGE, CA, 92270

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$7.9M|$417,711|$578,702|

| 2023|112|$6.8M|$357,187|$527,184|

| 2022|116|$6.2M|$334,393|$532,554|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,525|—|—|—|—|

| 2023|$981|—|—|—|—|

| 2022|$700|—|$700|—|—|

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